MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$975K
3 +$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1 +$10.4M
2 +$6.47M
3 +$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$53.4K 0.01%
+3,328
527
$53.2K 0.01%
300
528
$53.2K 0.01%
839
-108
529
$53.2K 0.01%
391
-852
530
$52.7K 0.01%
138
-549
531
$52.3K 0.01%
1,158
-103
532
$52.3K 0.01%
321
-619
533
$52.3K 0.01%
794
+66
534
$51.5K 0.01%
240
-3
535
$51.2K 0.01%
216
+55
536
$50.9K 0.01%
1,451
+407
537
$50.9K 0.01%
1,042
+51
538
$50.4K 0.01%
9,850
539
$50.3K 0.01%
588
+126
540
$50.2K 0.01%
484
541
$49.4K 0.01%
662
542
$49.3K 0.01%
182
-1,231
543
$48.7K 0.01%
858
-8
544
$48.4K 0.01%
619
545
$48K 0.01%
48,097
546
$47.7K 0.01%
415
547
$47.4K 0.01%
1,019
+19
548
$47.2K 0.01%
4,355
+9
549
$47K 0.01%
1,000
550
$46.9K 0.01%
764
+272